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DavidCB1971
Level 1

Credit Notes

For various reasons, an invoice will sometimes be incorrect and an equal and opposite credit note will need to be issued - QBO does not allow the conversion of an invoice into a credit note with the exact same details!  Has anyone found a way around this problem or is it necessary to manually enter the same details (on the invoice) into a blank credit note form?  Many Thanks  Barrie ([email address removed])

Solved
Best answer November 11, 2021

Accepted Solutions
paul72
Level 8

Credit Notes

Hi @DavidCB1971 

 

If the customer is amenable & the invoice has not yet been filed (for VAT) you could always amend & re-send the invoice.

 

There is no way (I will stand to be corrected) to auto-fill a credit note from an invoice.

The quickest way (if using on a desktop browser) is to have two windows/tabs open at the same time - one showing the invoice & the other showing the credit note - simply copy/paste from invoice to credit note.

 

(QBO allows multiple tabs open as you aren't trying to save the same thing from different tabs)

 

Hope this helps.

View solution in original post

3 REPLIES 3
paul72
Level 8

Credit Notes

Hi @DavidCB1971 

 

If the customer is amenable & the invoice has not yet been filed (for VAT) you could always amend & re-send the invoice.

 

There is no way (I will stand to be corrected) to auto-fill a credit note from an invoice.

The quickest way (if using on a desktop browser) is to have two windows/tabs open at the same time - one showing the invoice & the other showing the credit note - simply copy/paste from invoice to credit note.

 

(QBO allows multiple tabs open as you aren't trying to save the same thing from different tabs)

 

Hope this helps.

Birmingham Bookkeeper
Level 2

Credit Notes

It's November 2023 now and this problem still not solved. - Come on Quickbooks !!! 

Have a credit invoice on the drop down with void delete and audit. 

Then option to credit in full or part credit. Option to attach credit note to invoice if required. 

JamesAndrewM
QuickBooks Team

Credit Notes

Hello there, Birmingham.

 

I greatly value your feedback and understand that having these options is crucial for us to improve our products and services. I appreciate your understanding that the unavailability of features can sometimes be a part of any product, and we strive to address them to the best of our ability.

 

As we value your ideas, I recommend sending your feedback to our Product Development Team. Here's how to send feedback: 

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  Click Next to submit.

 

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback

 

You can utilize these articles to guide you in the future:

 

 

If you have further questions about the options or features in your QuickBooks Online, feel free to post here again. We are available 24/7 to lend a hand with each of your queries. Stay safe!

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